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Tax-Smart Wealth Management

Guided By Your Life Goals
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Tax-Smart Wealth Management

Guided By Your Life Goals
Focused Specializations

Our Specializations Provide A Unique
Experience For Each Client

Tax Efficiency

We create a financial road map for our clients based on proven tax strategies and decades of experience that are built around their goals and objectives

Alternative Investments

We can help you allocate to real estate, private equity and debt, hedge funds, and other private strategies. We source, research, and advise on institutional-quality alternative investments for accredited investors and beyond.

Equity Compensation

We provide customized Pre-IPO equity compensation strategy built around our client’s unique tax situation and investment goals.

Etf Leaders 2

"Top 50 firms" 2025

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Financial Advisor Magazine’s RIA
Ranking 2015, 2016, 2017, 2018,
2019, 2020, 2021, 2022, 2023, 2024

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“Top 13 Financial Advisors in San
Francisco” 2015, 2016, 2017, 2018,
2019, 2020, 2021, 2022, 2023

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“Best Financial Advisors in
San Francisco” 2018, 2019,
2020, 2021, 2022, 2023

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Top Financial Advisors
in 2025
Newsweek

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Personalized Solutions Adapted to
Your Current and Future Needs

Using our experience to establish the right financial plan for you

Financial and
Tax Planning Services

Work with one of our advisors, who will take the time to establish a personalized financial plan based on a comprehensive analysis of your current situation and long-term goals, while taking your taxes into account.

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Investment
Management Services

Our team is able to provide unique solutions and resources for a better approach to managing your financial assets.

Learn More
MORLING FINANCIAL

Setting You Up For Success

We have experience with a wide array of clients, so we understand how to create a customized
financial plan or investment strategy that aligns with your personal and professional goals.
Our position as an independent firm allows us to offer more flexibility, technologically
advanced resources, and greater portfolio diversification.

Comprehensive
Financial Analysis
Fiduciary to
Our Clients
Diversified
Expertise
Tailored
Services

Comprehensive
Financial Analysis

Our team evaluates your situation through a variety of lenses, so that you understand the opportunities, risks, tax implications, and other factors at play when modeling future scenarios.

Fiduciary to
Our Clients

MFA is a fiduciary and has a fundamental obligation to act in the best interests of our clients. As an independent firm, we work for and are paid directly by our clients, rather than working for or being paid by a brokerage firm, insurance agency, or bank.

Diversified Expertise

Our team brings knowledge of real estate, international and cross-border affairs, and a variety of clientele and industries, allowing us to provide unique solutions.

Tailored Services

We work with a select group of clients in order to maintain a high level of customization and a high quality of service.

Take Control of Your Financial Future

Work with our team of advisors to manage
your wealth so that you can focus on the
things that matter to you

FIND MY SOLUTION TODAY

Take Control of Your Financial Future

Work with our team of advisors to manage
your wealth so that you can focus on the
things that matter to you

FIND MY SOLUTION TODAY

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It is great to have MFA as part of our team when it comes to planning our future.  Having the ability to validate our goals and retirement plans has given us peace of mind that would have otherwise been daunting.

Jon, business owner

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MFA allows us to feel comfortable not being financial experts and we love that the MFA team is always available.

Barbara, retiree 

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MFA team has been invaluable when it comes to planning my future.  Having the ability to validate my goals and retirement dreams has given me a peace of mind that would have otherwise been daunting.

Corey, retiree

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For many years, I have bounced between handling my own investments to low-cost online investment advisors to three different hands-on professionals. MFA is the best by far. They listen, they care about MY goals, and they offer excellent options that I didn't know existed. I can now lay my head on the pillow each night without thinking about investment decisions. The proof in the pudding of my satisfaction with MFA is that I have recommended them to my son and to one of my best friends, both of whom are also very pleased.

Bruce, retiree

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The MFA team has shown remarkable understanding of our unique situation with genuine interest and support. Their personalized approach and attentive guidance have made all the difference in creating a strong foundation for our financial future. We highly recommend them to anyone seeking a compassionate and knowledgeable financial advisor.

Former Director of Strategy & Experience, mega cap technology company

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It has been great to have a trusted team help execute our financial vision.  We love having the ability to jump on a meeting to run through ideas and plan our family’s needs.  It has also been helpful to have a firm who can navigate cross border strategies as it relates to taxes and investments.

CTO, large cap technology company

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I am the CFO for my family and wanted a partner I could trust. Trust is huge, and MFA earns it.  They are on my speed dial for every important financial decision.

CFO of family’s wealth, generated via multiple technology ventures

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My husband and I have known Wa and his team for over 14 years - We had enjoyed working with a very friendly and very approachable team. It has been great to have a trusted advisor within MFA. We love having the ability to pick up the phone to run through strategies and ideas on how to plan our business around our family’s needs as well as plan for the next generation. Wa is always there to answer any financial question we have and we are very thankful for his professional advice.

Celine, business owner
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Proudly serving the Bay Area

Reach out to us at
(844) 667-5464

Disclosures

Form adv part 1
Firm brochure (form adv part 2a)
Form crs (form adv part 3)

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Morling Financial Advisors, LLC (“MFA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about MFA’s investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request. The opinions expressed are those of MFA. The opinions referenced are as of the date of publication and are subject to change. The investment strategy or strategies discussed may not be suitable for all investors. Be sure to consult with a tax professional before implementing any investment strategy. Investors must make their own decisions based on their specific investment objectives and financial circumstances.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Morling is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Morling by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

Financial Advisor Magazine’s RIA Ranking:

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. No payment was required to participate in the survey. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31st of the prior year to be included in the print edition of Financial Advisor magazine’s RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey. For more information, visit the FA website at www.fa-mag.com

AdvisoryHQ:

https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. AdvisoryHQ published their list of the “Top 13 Financial Advisors in San Francisco, Oakland, & Courte Madera” in order from rank number one to rank number thirteen. Morling is ranked number seven. AdvisoryHQ utilizes a “Top-Down Advisor Selection Methodology” based on categories including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Reviews and rankings are independently researched, and firms are not aware that they are being reviewed until after they are completed and published. No payment was required to participate or be considered in this comparison.

Expertise:

https://www.expertise.com/ca/san-francisco/financial-advisors

Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s experience because it reflects an average of all, or a sample of all, the experiences of the adviser’s clients. Expertise reviewed 212 advisors and Morling was in the top 27 ”Best Financial Advisors in San Francisco” sitting at number 16. Selection criteria was based on over 25 variables spanning across five categories: availability, qualifications, reputation, experience, and professionalism. No payment was required to participate or be considered in this comparison.

Newsweek
Morling was a recipient of Newsweek's "America's Top Financial Advisory Firms 2025" award. Newsweek, partnering with Plant-A Insights Group, analyzed over 15,000 financial advisories registered with the SEC and scored them based on the following factors: asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. Morling did not provide compensation to Newsweek for this award.

ETF
Morling was chosen as one of etf.com's "Top 50 RIA Firms" for 2025. This list is comprised of RIA firms in the U.S. chosen by etf.com that are believed to have demonstrated expertise, growth, and leadership in helping clients navigate the world of exchange-traded funds. Morling did not provide compensation to etf.com for this ranking.

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